WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$861K
3
+$642K
4
PYPL icon
PayPal
PYPL
+$486K
5
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$401K

Top Sells

1
+$9.33M
2
+$5.79M
3
+$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.1M
5
PEN icon
Penumbra
PEN
+$992K

Sector Composition

1 Healthcare 17.11%
2 Technology 16.76%
3 Industrials 13.12%
4 Consumer Discretionary 11.35%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.14K ﹤0.01%
320
+25
552
$7.08K ﹤0.01%
122
+7
553
$6.98K ﹤0.01%
144
554
$6.96K ﹤0.01%
+142
555
$6.85K ﹤0.01%
+238
556
$6.81K ﹤0.01%
111
557
$6.72K ﹤0.01%
+82
558
$6.61K ﹤0.01%
758
559
$6.59K ﹤0.01%
75
560
$6.53K ﹤0.01%
111
-24
561
$6.53K ﹤0.01%
100
562
$6.46K ﹤0.01%
40
563
$6.41K ﹤0.01%
266
+62
564
$6.36K ﹤0.01%
+236
565
$6.36K ﹤0.01%
78
566
$6.32K ﹤0.01%
229
+64
567
$6.3K ﹤0.01%
440
-121
568
$6.29K ﹤0.01%
22
569
$6.29K ﹤0.01%
228
570
$6.29K ﹤0.01%
87
-1
571
$6.26K ﹤0.01%
363
572
$6.25K ﹤0.01%
116
573
$6.25K ﹤0.01%
69
574
$6.25K ﹤0.01%
152
575
$6.24K ﹤0.01%
34
21 22
23
24 25